3rd Indian WealthTech Summit 2025
Equalifi’s 3rd Indian WealthTech Summit 2025 will be a leading event dedicated to exploring the innovative technologies transforming the wealth management and financial advisory industries in India. As the WealthTech sector continues to gain momentum, this summit will gather top executives, fintech entrepreneurs, wealth managers, regulators, and investors to discuss the rapidly evolving landscape and opportunities in this space.
With an increasingly tech-savvy and financially aware Indian population, the demand for accessible, efficient, and personalized wealth management solutions is at an all-time high. The 2025 summit will delve into how technology is reshaping the future of wealth management, offering insights into the latest trends, digital tools, and strategies that are enhancing the client experience, improving decision-making, and driving sustainable growth.
Theme: “Digital Transformation in Wealth Management: Innovating for Growth, Personalization, and Sustainability”
The summit will focus on how the intersection of technology, data, and human expertise is paving the way for the next generation of wealth management. Attendees will explore how WealthTech is enabling wealth managers to offer more personalized, efficient, and cost-effective solutions, all while navigating regulatory challenges and evolving client expectations.
Target Audience:
- Wealth Managers & Financial Advisors
- WealthTech Entrepreneurs and Startups
- Fintech Investors and Venture Capitalists
- Institutional Investors and Family Offices
- Regulators and Policy Makers
- Financial Institutions and Banks
- Technology Providers in the Wealth Management Sector
- HNWIs and Retail Investors
- Legal and Compliance Experts
Agenda
08:30
Registrations
09:30
Opening Remarks
09:45
The Future of Digital Wealth Management in India: Trends and Innovations
10:30
WealthTech Startups: The Next Frontier of Financial Innovation
Inviting:
Kiran Shah, Chief Executive Officer, MProfit
George Mitra, Founder & CEO, Fintso
11:15
Break
11:30
Investors Panel: Identifying the Next Big Opportunity in Wealthtech
Confirmed:
Mohit Gulati, Managing Partner, ITI Growth
Inviting:
Pranav Pai, Founding Partner, 3one4 Capital
Ishpreet Singh Gandhi, Founder & Managing Partner, Stride Ventures
12:15
Showcase
12:30
Felicitation- Indian Wealth Management Thought Leaders 2025
13:00
Lunch
14:00
Work Smart: AI’s Role in Operational Excellence
14:30
Personalization at Scale: Harnessing AI and Big Data for Tailored Wealth Solutions
Confirmed:
Sharad Singh, Founder, Valuefy
Inviting:
Subhadip S, Chief Product & Technology Officer, Avendus
15:00
Architecting Scalable Wealthtech Platforms
Inviting:
Ashish Kashyap, Founder, INDmoney
Viram Shah, Co-founder & CEO, Vested Finance
Vasanth Kamat, Founder & CEO, smallcase
15:45
Tea
16:15
The Future of Payments and Digital Transactions in WealthTech
Inviting:
Harshil Mathur, Co-founder & CEO, Razorpay
Archana Vohra, Managing Director for Payments & Shopping, APAC – Google
Gautam Aggarwal, Division President, South Asia & Country Corporate Officer, India Mastercard
17:00
Protecting Client Data and Assets in the Digital Era
17:30
End of Conference
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Strategic Partner
Gold Partner
Equalifi’s 3rd Indian WealthTech Summit 2025 (IWTS25) provides an unmatched opportunity to connect your brand with prominent Organizations and Thought Leaders from the Indian wealth management companies, WealthTech companies, financial product manufacturers, concerned services providers and media.
Aligning your organization’s brand with Equalifi is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.
In addition to industry leading conferences and summits, Equalifi builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater of our client’s engagement and positioning requirements. Write to us at team@equalifi.org to explore your sponsorship options.
Organizing Committee
Event Registration
Charter Member PassComplimentary
- In-Person Access to Event
- Session Recordings
- Masterclasses
- Registration in Equalified WealthTech Practitioner (EWP) executive education program
- Service Provider Showcase Sessions
- Lunch
Delegate Pass( INR 5,900 )
- In-Person Access to Event
- Session Recordings
- Masterclasses
- Registration in Equalified WealthTech Practitioner (EWP) executive education program
- Service Provider Showcase Sessions
- Lunch
Virtual Pass Complimentary
- Session Recordings
- 50% waiver on the fee of Alternative Investments Leaders Program (AIP)
